ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,441,589 | -4.3% | 110,075 | -0.7% | 0.80% | -10.0% |
| Q1 2024 | $6,732,118 | +8.0% | 110,835 | +392.6% | 0.89% | -9.0% |
| Q4 2023 | $6,235,321 | +11.0% | 22,498 | -0.1% | 0.98% | +2.4% |
| Q3 2023 | $5,617,856 | +525.8% | 22,530 | +556.3% | 0.96% | +533.1% |
| Q2 2023 | $897,661 | -2.6% | 3,433 | -6.8% | 0.15% | -11.2% |
| Q1 2023 | $921,840 | +44433.3% | 3,685 | -56.9% | 0.17% | -60.0% |
| Q4 2022 | $2,070 | -99.9% | 8,556 | 0.0% | 0.42% | -5.3% |
| Q3 2022 | $1,876,000 | +22.0% | 8,556 | +25.8% | 0.45% | +22.0% |
| Q2 2022 | $1,538,000 | +182.2% | 6,800 | +234.8% | 0.37% | +240.7% |
| Q1 2022 | $545,000 | +74.7% | 2,031 | +84.3% | 0.11% | +77.0% |
| Q4 2021 | $312,000 | +7.6% | 1,102 | 0.0% | 0.06% | -4.7% |
| Q3 2021 | $290,000 | -2.0% | 1,102 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $296,000 | +3.1% | 1,102 | 0.0% | 0.06% | -7.4% |
| Q1 2021 | $287,000 | -4.7% | 1,102 | -15.9% | 0.07% | -12.8% |
| Q4 2020 | $301,000 | -22.0% | 1,310 | -37.2% | 0.08% | -29.1% |
| Q3 2020 | $386,000 | +4.0% | 2,085 | 0.0% | 0.11% | -7.6% |
| Q2 2020 | $371,000 | +23.7% | 2,085 | 0.0% | 0.12% | +0.8% |
| Q1 2020 | $300,000 | -30.1% | 2,085 | 0.0% | 0.12% | -6.3% |
| Q4 2019 | $429,000 | +6.5% | 2,085 | 0.0% | 0.13% | +1.6% |
| Q3 2019 | $403,000 | -6.9% | 2,085 | -6.5% | 0.12% | -9.5% |
| Q2 2019 | $433,000 | -5.7% | 2,229 | -7.9% | 0.14% | -5.5% |
| Q1 2019 | $459,000 | +14.2% | 2,421 | 0.0% | 0.14% | -1.4% |
| Q4 2018 | $402,000 | -17.5% | 2,421 | 0.0% | 0.15% | +5.0% |
| Q3 2018 | $487,000 | +3.2% | 2,421 | 0.0% | 0.14% | +3.7% |
| Q2 2018 | $472,000 | +4.0% | 2,421 | 0.0% | 0.14% | +3.8% |
| Q1 2018 | $454,000 | -6.2% | 2,421 | -5.0% | 0.13% | -5.1% |
| Q4 2017 | $484,000 | +6.1% | 2,549 | 0.0% | 0.14% | 0.0% |
| Q3 2017 | $456,000 | +2.9% | 2,549 | 0.0% | 0.14% | -3.5% |
| Q2 2017 | $443,000 | -0.2% | 2,549 | -1.8% | 0.14% | +2.9% |
| Q1 2017 | $444,000 | +5.5% | 2,595 | +1.8% | 0.14% | +0.7% |
| Q4 2016 | $421,000 | +6.9% | 2,549 | 0.0% | 0.14% | +4.6% |
| Q3 2016 | $394,000 | +3.4% | 2,549 | 0.0% | 0.13% | -5.8% |
| Q2 2016 | $381,000 | -28.7% | 2,549 | -31.2% | 0.14% | -30.8% |
| Q1 2016 | $534,000 | +3.5% | 3,705 | 0.0% | 0.20% | +0.5% |
| Q4 2015 | $516,000 | +2.0% | 3,705 | 0.0% | 0.20% | -7.4% |
| Q3 2015 | $506,000 | -9.0% | 3,705 | 0.0% | 0.22% | -2.7% |
| Q2 2015 | $556,000 | +4.5% | 3,705 | +5.9% | 0.22% | +7.8% |
| Q1 2015 | $532,000 | +4.9% | 3,498 | 0.0% | 0.21% | +6.7% |
| Q4 2014 | $507,000 | +18.5% | 3,498 | +11.7% | 0.19% | +16.3% |
| Q3 2014 | $428,000 | -4.5% | 3,133 | 0.0% | 0.17% | -1.8% |
| Q2 2014 | $448,000 | +77.1% | 3,133 | +70.0% | 0.17% | +67.3% |
| Q1 2014 | $253,000 | – | 1,843 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |